Principal Short-Term Income Fund R-1 Class (PSIMX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | -0.51% | -3.65% | 3.14% |
Year-to-Date | -0.59% | -5.11% | 4.51% |
1 Year | 1.12% | 0.00% | 1.12% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
3%
(very low)
POTENTIAL GAIN & LOSS Help
The fund's risk of 3% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.30%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,611
Real cost (fees + lost compounding)
$1,998
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
68%
Return in excess of styles
(over past year)
-0.59%